The easiest way to create your own reports is by copying an existing report design and making your own changes.
In the example below, we will use the Clients List Abbreviated report.
Log in to HandiTax.
Go to Reports, Edit Reports.
Find the Clients List Abbreviated [Clients Only] in the list of reports.
Click Copy, and give the report a new name, then click OK once finished.
With the new report highlighted, click Design.
Click into the empty space within the HeaderBand cell, and the box will then have a red outline. The HeaderBand are the column headings on the report.
Go to the Cell menu, then click New.
Go down to Cell Value and type in "Email", you must ensure there are opening and closing quotations and click OK.
The Email cell will appear in the HeaderBand. Click on the cell so it turns green and drag next to the Name cell.
Click into the empty space within the MasterBand (Parent: ReportBand) cell. The box will then have a red outline. The MasterBand contains the data that will appear in the report.
On the right-hand side, a Database Toolbar window will display. Under Bands, click Clients. Under Cells, double-click Email.
The Email cell will appear in the MasterBand (Parent: ReportBand). Click on the cell so it turns green and drag it up next to the name cell.
To review the report, go to the Report menu, select Execute, choose an expression, i.e. #Selected and ensure it runs without errors.
Save the report after each change from Report, Save.
You will be able to locate this report when you return to the main HandiTax screen, click on Reports, User Defined Reports.
Select your chosen expression and sort order, then OK.